Clio Connector

Intro

The Clio API provides a set of programming interfaces that developers can use to create integrations and custom applications for Clio’s cloud-based legal practice management system. It helps law firms automate tasks, synchronize data across applications, and improve operational efficiency.

You can connect to your Clio account in the Data Center. This topic discusses the fields and menus that are specific to the Clio connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.

Prerequisites

To connect to your Clio account and create a DataSet, you need the following:

• Client ID and Client Secret associated with your Clio account
• Region

Generating Client ID and Client Secret

To generate the Client ID and Client Secret, follow the steps below:

1. Sign in to the Clio Developer Portal at https://developers.clio.com/ using your account credentials.

2. To create a new app, select New App.

   

3. Select the required read and write permissions for the endpoints, and then select Save.

Note: Ensure to select both read and write permissions for the Reporting endpoint.

4. Copy and save the generated Client ID and Client Secret.

Connecting to Your Clio Account

This section enumerates the options in the Credentials and Details panes on the Clio Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Clio account. The following table describes what is needed for each field:

Field	Description
Client ID	Enter the Client ID associated with your Clio account.
Client Secret	Enter the Client Secret associated with your Clio account.
Region	Select the region from the drop-down list.

Once you have entered valid Clio credentials, you can use the same account at any time to create a new Clio DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

Details Pane

Menu	Description
Report	Select the Clio report you want to run. The following reports are available: Report Name Description Create and Run Report Create and run a report by specifying the report parameters. Get Details of All Reports Returns the data for all the reports generated in Clio.
Report Type	Select the type of report you want to generate.
Date Range	Select the date range for which you want to fetch the data. The date range cannot be before January 1, 2000, and must not be a future date.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.